GoalVest Advisory’s WisdomTree Trust WisdomTree US Quality Dividend Growth Fund DGRW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-635	Closed	-$40K	–	359
2022 Q1	$40K	Buy	+635	New	+$40K	0.02%	164
2021 Q2	$31K	Hold	521	–	–	0.02%	166
2021 Q1	$30K	Buy	521 +263	+102%	+$15.1K	0.02%	139
2020 Q4	$14K	Buy	+258	New	+$14K	0.01%	158